Upcoming Events

March 2024

TRANSFORM YOUR RETIREMENT AND MINIMIZE YOUR TAXES

Tuesday, March 5th

@ 6:30 pm

The Historic Broyhill Annex
3554 Clemmons Road, Suite 001
Clemmons, NC 27012

Google Map

THE SECURE ACT 2.0 became law in 2022 and made nearly 100 changes to Retirement Plans. These new regulations and TAX CHANGES are the most comprehensive made to retirement accounts in 40 years. YOU could be impacted by new rules around RMDs, ROTHs, Charitable contributions, Long Term Care AND Surviving spouse benefits.

What does all this mean for YOU? How you plan for taxes during the 4 stages of retirement CAN impact your lifestyle. If your only focus is market returns, you could miss a big risk to your retirement.

Topics to be Discussed include

  • How new Federal Tax Legislation could cost thousands in tax dollars and what you can do about it
  • How to potentially pay far less on your retirement income
  • How the new IRS ruling of the Secure Act could impact your RMDs
  • How to avoid tax time bombs in your IRAs
  • How to create tax-free income from your current qualified accounts moving forward
  • How legislative risk can impact your tax bracket even if nothing about your personal situation changes.

EVENT AT FULL CAPACITY. PLEASE CONSIDER REGISTERING BELOW FOR THURSDAY, MARCH 7TH.

TRANSFORM YOUR RETIREMENT AND MINIMIZE YOUR TAXES

Thursday, March 7th

@ 6:30 pm

The Historic Broyhill Annex
3554 Clemmons Road, Suite 001
Clemmons, NC 27012

Google Map

THE SECURE ACT 2.0 became law in 2022 and made nearly 100 changes to Retirement Plans. These new regulations and TAX CHANGES are the most comprehensive made to retirement accounts in 40 years. YOU could be impacted by new rules around RMDs, ROTHs, Charitable contributions, Long Term Care AND Surviving spouse benefits.

What does all this mean for YOU? How you plan for taxes during the 4 stages of retirement CAN impact your lifestyle. If your only focus is market returns, you could miss a big risk to your retirement.

Topics to be Discussed include

  • How new Federal Tax Legislation could cost thousands in tax dollars and what you can do about it
  • How to potentially pay far less on your retirement income
  • How the new IRS ruling of the Secure Act could impact your RMDs
  • How to avoid tax time bombs in your IRAs
  • How to create tax-free income from your current qualified accounts moving forward
  • How legislative risk can impact your tax bracket even if nothing about your personal situation changes.

RETIRE THE JOB and KEEP THE PAYCHECKTM

Request a no-cost, no-obligation second opinion meeting today.